Mattern Capital Management, LLC

Mattern Capital Management, LLC (CRD# 299342) is a financial advisory firm headquartered in Lakewood, CO. They manage $917,992,626 in 1,151 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
165 S. Union Blvd, Suite 780, Lakewood, CO 80228
https://www.linkedin.com/company/matterncapitalmanagement
By the Numbers
  • Total Assets Under Management
    918
    MILLION
  • Total Number of Accounts
    1,151
    ACCOUNTS
  • Average Account Value
    $797,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NY, TX

Financial Advisors at Mattern Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ryan Cashman, financial advisor Lakewood CO
Ryan E. Cashman
CRD#: 4031638
165 S. Union Blvd, Suite 780, Lakewood, CO 80228

Ryan Cashman (CRD# 4031638) is an Investment Advisor Representative working at Mattern Capital Management, LLC in Lakewood, CO and has over 24 years of experience in the finance industry.

2
Ryan Dow, financial advisor Lakewood CO
Ryan Dow
CRD#: 5483108
165 S. Union Blvd, Suite 780, Lakewood, CO 80228

Ryan Dow (CRD# 5483108) is an Investment Advisor Representative working at Mattern Capital Management, LLC in Lakewood, CO and has over 16 years of experience in the finance industry.

3
Perry Mattern, financial advisor Lakewood CO
Perry J. Mattern
CRD#: 4168498
165 S. Union Blvd, Suite 780, Lakewood, CO 80228

Perry Mattern (CRD# 4168498) is an Investment Advisor Representative working at Mattern Capital Management, LLC in Lakewood, CO and has over 23 years of experience in the finance industry.

4
Parveen Gupta, financial advisor Lakewood CO
Parveen Gupta
CRD#: 7710700
165 S. Union Blvd, Suite 780, Lakewood, CO 80228

Parveen Gupta (CRD# 7710700) is an Investment Advisor Representative working at Mattern Capital Management, LLC in Lakewood, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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